Stammdaten
Unternehmen & Branche
| Name | RESOURCES MANAGEMENT CORP /CT/ /ADV |
|---|---|
| Ticker | |
| CIK | 0000749044 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Atlas Wealth LLC | 186.483 | 165.712 | 20.771 | 3.539.447 | Aufgestockt | +12,5% | |
| GREAT LAKES ADVISORS, LLC | 437.555 | 381.638 | 55.917 | 3.491.470 | Aufgestockt | +14,7% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 8.704 | 8.357 | 347 | 3.180.277 | Aufgestockt | +4,2% | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 13.018 | 0 | 13.018 | 576.066 | Neu | +100,0% | |
| CHICAGO TRUST Co NA | 69.466 | 62.705 | 6.761 | 542.182 | Aufgestockt | +10,8% | |
| TOWER BRIDGE ADVISORS | 25.100 | 0 | 25.100 | 464.350 | Neu | +100,0% | |
| RHUMBLINE ADVISERS | 28.893 | 28.059 | 834 | 230.525 | Aufgestockt | +3,0% | |
| KEYNOTE FINANCIAL SERVICES LLC | 5.561 | 5.561 | 0 | 218.158 | Unverändert | 0,0% | |
| WESBANCO BANK INC | 11.225 | 11.225 | 0 | 213.052 | Unverändert | 0,0% | |
| Ethos Financial Group, LLC | 3.586 | 3.531 | 55 | 209.327 | Aufgestockt | +1,6% | |
| McMill Wealth Management | 3.844 | 0 | 3.844 | 205.116 | Neu | +100,0% | |
| Westside Investment Management, Inc. | 4.522 | 4.522 | 0 | 198.249 | Unverändert | 0,0% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 13.094 | 13.094 | 0 | 123.110 | Unverändert | 0,0% | |
| GAMMA Investing LLC | 12.857 | 18.891 | -6.034 | 102.593 | Reduziert | -31,9% | |
| Archer Investment Corp | 4.001 | 4.000 | 1 | 95.848 | Aufgestockt | 0,0% | |
| Transce3nd, LLC | 1.333 | 1.329 | 4 | 57.994 | Aufgestockt | +0,3% | |
| Financial Gravity Asset Management, Inc. | 659 | 942 | -283 | 38.678 | Reduziert | -30,0% | |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1.000 | 1.000 | 0 | 23.300 | Unverändert | 0,0% | |
| Generali Investments CEE, investicni spolecnost, a.s. | 375 | 375 | 0 | 18.167 | Unverändert | 0,0% | |
| First Command Advisory Services, Inc. | 439 | 0 | 439 | 8.311 | Neu | +100,0% | |
| Wealth Preservation Advisors, LLC | 1.000 | 1.000 | 0 | 7.980 | Unverändert | 0,0% | |
| BEDDOW CAPITAL MANAGEMENT INC | 583.121 | 0 | 583.121 | 6.257 | Neu | +100,0% | |
| Signature Equity Partners, LLC | 214 | 0 | 214 | 2.296 | Neu | +100,0% | |
| NBC SECURITIES, INC. | 159 | 9.826 | -9.667 | 1.494 | Reduziert | -98,4% | |
| Salomon & Ludwin, LLC | 189 | 591 | -402 | 1.491 | Reduziert | -68,0% | |
| Coston, McIsaac & Partners | 32.941 | 41.035 | -8.094 | 1.433 | Reduziert | -19,7% | |
| IMA Advisory Services, Inc. | 126 | 123 | 3 | 1.005 | Aufgestockt | +2,4% | |
| ORG Partners LLC | 23 | 0 | 23 | 439 | Neu | +100,0% | |
| Ascentis Independent Advisors | 23 | 0 | 23 | 428 | Neu | +100,0% | |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 41.880 | 32.005 | 9.875 | 265 | Aufgestockt | +30,9% | |
| Ancora Advisors LLC | 20 | 20 | 0 | 200 | Unverändert | 0,0% | |
| Motiv8 Investments LLC | 2.984 | 0 | 2.984 | 132 | Neu | +100,0% | |
| Sterling Capital Management LLC | 31.295 | 31.295 | 0 | 6 | Unverändert | 0,0% | |
| HANTZ FINANCIAL SERVICES, INC. | 375 | 375 | 0 | 4 | Unverändert | 0,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Atlas Wealth LLC | 186.483 | 165.712 | +12,5% | 3.539.447 | 28,76 | 13 Q |
| GREAT LAKES ADVISORS, LLC | 437.555 | 381.638 | +14,7% | 3.491.470 | 28,37 | 17 Q |
| PNC FINANCIAL SERVICES GROUP, INC. | 8.704 | 8.357 | +4,2% | 3.180.277 | 25,85 | 17 Q |
| CHICAGO TRUST Co NA | 69.466 | 62.705 | +10,8% | 542.182 | 4,41 | 8 Q |
| RHUMBLINE ADVISERS | 28.893 | 28.059 | +3,0% | 230.525 | 1,87 | 12 Q |
| KEYNOTE FINANCIAL SERVICES LLC | 5.561 | 5.561 | 0,0% | 218.158 | 1,77 | 9 Q |
| WESBANCO BANK INC | 11.225 | 11.225 | 0,0% | 213.052 | 1,73 | 17 Q |
| Ethos Financial Group, LLC | 3.586 | 3.531 | +1,6% | 209.327 | 1,70 | 8 Q |
| Westside Investment Management, Inc. | 4.522 | 4.522 | 0,0% | 198.249 | 1,61 | 17 Q |
| YOUSIF CAPITAL MANAGEMENT, LLC | 13.094 | 13.094 | 0,0% | 123.110 | 1,00 | 17 Q |
| GAMMA Investing LLC | 12.857 | 18.891 | -31,9% | 102.593 | 0,83 | 6 Q |
| Archer Investment Corp | 4.001 | 4.000 | 0,0% | 95.848 | 0,78 | 10 Q |
| Transce3nd, LLC | 1.333 | 1.329 | +0,3% | 57.994 | 0,47 | 6 Q |
| Financial Gravity Asset Management, Inc. | 659 | 942 | -30,0% | 38.678 | 0,31 | 10 Q |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1.000 | 1.000 | 0,0% | 23.300 | 0,19 | 9 Q |
| Generali Investments CEE, investicni spolecnost, a.s. | 375 | 375 | 0,0% | 18.167 | 0,15 | 5 Q |
| First Command Advisory Services, Inc. | 439 | 0 | +100,0% | 8.311 | 0,07 | 1 Q |
| Wealth Preservation Advisors, LLC | 1.000 | 1.000 | 0,0% | 7.980 | 0,06 | 5 Q |
| NBC SECURITIES, INC. | 159 | 9.826 | -98,4% | 1.494 | 0,01 | 3 Q |
| Salomon & Ludwin, LLC | 189 | 591 | -68,0% | 1.491 | 0,01 | 4 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 28 | 1,0 | 17 |
| 31.12.2025 | ✓ | 32 | 1,5 | 14 |
| 30.09.2025 | ✓ | 28 | 1,5 | 16 |
| 30.06.2025 | ✓ | 26 | 1,4 | 13 |
| 31.03.2025 | ✓ | 27 | 1,6 | 17 |
| 31.12.2024 | ✓ | 21 | 1,0 | 14 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NBC SECURITIES, INC. | 9.826 | 207.031 |
| McMill Wealth Management | 3.844 | 205.116 |
| Signature Equity Partners, LLC | 214 | 2.296 |
| IMA Advisory Services, Inc. | 123 | 1.319 |
| Ancora Advisors LLC | 20 | 250 |
| Motiv8 Investments LLC | 2.984 | 132 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| GREAT LAKES ADVISORS, LLC | 381.638 | 25.432 | +7.1 % | 4.094.976 |
| RHUMBLINE ADVISERS | 28.059 | 11.780 | +72.4 % | 301.061 |
| Ethos Financial Group, LLC | 3.531 | 6 | +0.2 % | 210.617 |
| Financial Gravity Asset Management, Inc. | 942 | 4 | +0.4 % | 56.611 |
| Transce3nd, LLC | 1.329 | 3 | +0.2 % | 60.646 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Atlas Wealth LLC | 165.712 | -20.270 | -10.9 % | 3.065.672 |
| BEDDOW CAPITAL MANAGEMENT INC | 583.121 | -12.250 | -2.1 % | 6.257 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 32.005 | -11.337 | -26.2 % | 274 |
| Coston, McIsaac & Partners | 41.035 | -7.082 | -14.7 % | 1.815 |
| GAMMA Investing LLC | 18.891 | -6.473 | -25.5 % | 202.700 |
| CHICAGO TRUST Co NA | 62.705 | -1.961 | -3.0 % | 679.094 |
| TOWER BRIDGE ADVISORS | 25.100 | -1.500 | -5.6 % | 464.350 |
| WESBANCO BANK INC | 11.225 | -335 | -2.9 % | 207.664 |
| PNC FINANCIAL SERVICES GROUP, INC. | 8.357 | -275 | -3.2 % | 3.330.637 |
| Salomon & Ludwin, LLC | 591 | -5 | -0.8 % | 6.525 |